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Charles Henry Whitman

Legacy Edge Advisors

Syosset, NY

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Current Employers
Legacy Edge Advisors

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-29
  • NJ RA
    APPROVED
    Since 2025-05-29

Branch Locations

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa New York NY 07/2017 04/2022
Pnc Private Bank Millburn NJ 05/2022 11/2023
Unemployed/Retired Basking Ridge NJ 11/2023 09/2024
Legacy Edge Advisors, Llc Syosset NY 10/2024 Present
Unemployed New York NY 08/2015 06/2017
  • 07/2017 → 04/2022
    Tiaa
    New York, NY
  • 05/2022 → 11/2023
    Pnc Private Bank
    Millburn, NJ
  • 11/2023 → 09/2024
    Unemployed/Retired
    Basking Ridge, NJ
  • 10/2024 → Present
    Legacy Edge Advisors, Llc
    Syosset, NY
  • 08/2015 → 06/2017
    Unemployed
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 1985-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    1985-10-17

View on SEC IAPD

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Other Investors

JASON SEAN KASS
KAREN RANDY FILLER
SCOTT JASON ISRAEL
KENNETH DAVID DENICOLO
Lutelles Lindley White
THERESA ANN BILELLO
TIMOTHY JOHN SOMMER
HUI YAO KELLY LIN

Other Offices

LEGACY EDGE ADVISORS · SYOSSET, NY
WELLS FARGO CLEARING SERVICES, LLC · SYOSSET, NY
LPL FINANCIAL LLC · SYOSSET, NY
CITIGROUP GLOBAL MARKETS INC. · SYOSSET, NY
J.P. MORGAN SECURITIES LLC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY
OLD BRIDGE WEALTH, INC · SYOSSET, NY
LPL FINANCIAL LLC · SYOSSET, NY

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